The Wiser Financial Group

The Wiser Financial Group Established in 1960, The Wiser Financial Group is Southwest Michigan's oldest and largest financial. The above links are provided for your information only.

Offering
virtual financial planning to ensure a WiserStart at any
stage of life. The Wiser Financial Group (WFG) is one of southwest Michigan's oldest and largest independent financial services organizations. Since 1960 our professional have been helping families throughout the country identify a plan to help achieve their financial goals including retirement, wealth management, risk management,

and estate planning. WFG financial professionals represent more than 300 years of experience in financial planning. Our firm includes CERTIFIED FINANCIAL PLANNERS™ (CFP®), Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Public Accountants (CPA), attorneys and financial advisors. While you will work closely with one advisor, you have the benefit of all our knowledge and experience - a combination that we feel you will not find anywhere else. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. The Wiser Financial Group is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. Investor Disclosures https://bit.ly/KF-Disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at (512) 697-6000. As they are provided by third parties, Kestra Investment Services, LLC does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.

The best financial advice is the kind you actually understand. Talking about finances can feel super intimidating, but a...
06/03/2026

The best financial advice is the kind you actually understand. Talking about finances can feel super intimidating, but at Wiser, we’ll pair you with an advisor who's eager to make the process clear and easy to understand.

Take the first step → thewisergroup.com/contact

Yup!!
06/03/2026

Yup!!

Present you is planning for retirement, and future you is already thanking you for it. Secure the life you want to live ...
05/27/2026

Present you is planning for retirement, and future you is already thanking you for it. Secure the life you want to live down the line with retirement planning services from Wiser Financial Group.
Contact us here → https://thewisergroup.com/contact/

It’s been a while since we talked about who we are! Choosing a financial advisor is an important decision, you deserve s...
05/20/2026

It’s been a while since we talked about who we are! Choosing a financial advisor is an important decision, you deserve someone who understands your goals and puts your best interests first. At Wiser, we match you with an advisor who builds a trusted relationship and supports you every step of the way.

Since 1960 our professionals have been helping families throughout the country develop plans to help achieve their financial goals.

Learn more about us → https://thewisergroup.com/about/

Meet Wes!With a career at Wiser dating back to 1998, Wes brings decades of experience and a deep commitment to helping c...
05/20/2026

Meet Wes!

With a career at Wiser dating back to 1998, Wes brings decades of experience and a deep commitment to helping clients achieve long-term financial security. After starting out as an estate planning attorney, he saw firsthand the value of working with a trusted financial advisor.

Outside the office, he enjoys time with his wife and five children, along with reading, cooking, golf, and making the most of family time in Kalamazoo and Traverse City.

Learn more about our advisors → https://thewisergroup.com/about/

What are social security benefits? The taxes leave your paychecks, but how do they benefit you? Social Security benefits...
05/13/2026

What are social security benefits? The taxes leave your paychecks, but how do they benefit you?

Social Security benefits are monthly payments you can receive in retirement based on your lifetime earnings and work history. The more you earn and the longer you work (up to 35 years), the more it can impact your benefit, as long as you’ve earned enough credits along the way.

Learn more → https://thewisergroup.com/what-is-the-minimum-social-security-benefit/

Retirement without a plan can leave a lot of unanswered questions, from where your income will come from to how long you...
05/07/2026

Retirement without a plan can leave a lot of unanswered questions, from where your income will come from to how long your savings will last. The good news? A clear plan can turn uncertainty into confidence.

Contact us today → https://thewisergroup.com/contact/

05/01/2026

Lets enter our savings era ✨

We asked Western Michigan University students what the most expensive thing they've bought... and regretted... was. From a rarely used iPad, to a bad car, to tickets to the Taylor Swift Eras Tour (which surprised us), WiserStart is here to help those regretful purchases hurt a little less.

Schedule a virtual consultation to get started 👉 https://thewisergroup.com/wiserstart/

Address

6100 Stadium Drive
Kalamazoo, MI
49009

Opening Hours

Monday 8:30am - 5:30am
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30am
Thursday 8:30am - 5:30pm
Friday 8:30am - 4pm

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